PID Institutional Ownership
Invesco International Dividend Achievers ETF
1W: -1.2%
1M: -6.9%
3M: -5.6%
YTD: -3.9%
1Y: -0.3%
3Y: +35.9%
5Y: +38.4%
$21.24
-0.01 (-0.05%)
Weekly Expected Move ±1.4%
$21
$21
$21
$22
$22
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PID
175
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
420M
Total Invested
17
New Positions
49
Increased
67
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (182 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,235,994 | $69M | +52,828 | +1.7% | 33Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 1,576,515 | $33M | -28,384 | -1.8% | 33Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,247,869 | $27M | -30,418 | -2.4% | 33Q | SEC ↗ |
| 4 | Strategic Wealth Partners, Ltd. | 1,152,976 | $24M | +37,791 | +3.4% | 5Q | SEC ↗ |
| 5 | Northwest Financial Advisors NEW | 960,110 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 6 | UBS Group AG | 921,753 | $20M | -13,216 | -1.4% | 33Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 913,843 | $19M | +4,962 | +0.5% | 15Q | SEC ↗ |
| 8 | Equitable Holdings, Inc. | 889,648 | $19M | +72,171 | +8.8% | 18Q | SEC ↗ |
| 9 | JONES FINANCIAL COMPANIES LLLP | 809,382 | $17M | +91,796 | +12.8% | 10Q | SEC ↗ |
| 10 | Modern Wealth Management, LLC | 633,789 | $13M | -205,073 | -24.4% | 5Q | SEC ↗ |
| 11 | Kingsview Wealth Management, LLC | 394,832 | $8M | +370,647 | +1532.5% | 33Q | SEC ↗ |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 293,709 | $6M | +13,980 | +5.0% | 21Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 279,406 | $6M | -15,855 | -5.4% | 26Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 265,187 | $6M | -3,754 | -1.4% | 33Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 251,791 | $5M | +12,094 | +5.0% | 7Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 238,786 | $5M | +18,867 | +8.6% | 33Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 237,131 | $5M | +892 | +0.4% | 27Q | SEC ↗ |
| 18 | Morton Capital Management LLC/CA | 236,547 | $5M | -7,324 | -3.0% | 15Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 233,367 | $5M | +2,012 | +0.9% | 33Q | SEC ↗ |
| 20 | HighTower Advisors, LLC | 199,666 | $4M | +2,840 | +1.4% | 26Q | SEC ↗ |
| 21 | Focus Financial Network, Inc. | 185,656 | $4M | +1,679 | +0.9% | 10Q | SEC ↗ |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 177,344 | $4M | -411 | -0.2% | 12Q | SEC ↗ |
| 23 | CAHILL FINANCIAL ADVISORS INC | 174,940 | $4M | -22,142 | -11.2% | 23Q | SEC ↗ |
| 24 | Sanctuary Advisors, LLC | 142,677 | $3M | -17,340 | -10.8% | 9Q | SEC ↗ |
| 25 | Cheviot Value Management, LLC | 122,502 | $3M | +460 | +0.4% | 6Q | SEC ↗ |
| 26 | Continuum Advisory, LLC | 116,535 | $2M | +10,884 | +10.3% | 18Q | SEC ↗ |
| 27 | Mariner, LLC | 115,906 | $2M | +2,372 | +2.1% | 33Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 111,630 | $2M | -165 | -0.1% | 33Q | SEC ↗ |
| 29 | Creative Planning | 109,884 | $2M | -4 | -0.0% | 33Q | SEC ↗ |
| 30 | BRIAN LOW FINANCIAL GROUP, LLC | 108,657 | $2M | +9,589 | +9.7% | 5Q | SEC ↗ |
| 31 | Cetera Investment Advisers | 103,511 | $2M | -2,910 | -2.7% | 14Q | SEC ↗ |
| 32 | AMERIPRISE FINANCIAL INC | 102,535 | $2M | -7,921 | -7.2% | 16Q | SEC ↗ |
| 33 | One Wealth Map LLC | 87,885 | $2M | +875 | +1.0% | 14Q | SEC ↗ |
| 34 | STIFEL FINANCIAL CORP | 87,681 | $2M | -633 | -0.7% | 33Q | SEC ↗ |
| 35 | &PARTNERS | 72,547 | $2M | -581 | -0.8% | 9Q | SEC ↗ |
| 36 | BRANDYWINE OAK PRIVATE WEALTH LLC | 68,750 | $1M | — | +0.0% | 31Q | SEC ↗ |
| 37 | Stratos Wealth Partners, LTD. | 68,288 | $1M | +6,920 | +11.3% | 16Q | SEC ↗ |
| 38 | AAF Wealth Management, LLC | 64,662 | $1M | -3,069 | -4.5% | 15Q | SEC ↗ |
| 39 | NewEdge Advisors, LLC | 63,026 | $1M | +243 | +0.4% | 31Q | SEC ↗ |
| 40 | Corient Private Wealth LP | 62,063 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 41 | MML INVESTORS SERVICES, LLC | 61,488 | $1M | +599 | +1.0% | 33Q | SEC ↗ |
| 42 | Capital Analysts, LLC | 55,843 | $1M | -63 | -0.1% | 15Q | SEC ↗ |
| 43 | Capital Investment Advisors, LLC | 55,699 | $1M | -127 | -0.2% | 25Q | SEC ↗ |
| 44 | Freedom Financial Partners LLC | 55,153 | $1M | +340 | +0.6% | 7Q | SEC ↗ |
| 45 | Parcion Private Wealth LLC | 54,658 | $1M | +64 | +0.1% | 16Q | SEC ↗ |
| 46 | Southland Equity Partners LLC | 52,497 | $1M | -1,318 | -2.4% | 16Q | SEC ↗ |
| 47 | FIRST AMERICAN TRUST, FSB | 51,182 | $1M | -38,435 | -42.9% | 33Q | SEC ↗ |
| 48 | Institute for Wealth Management, LLC. | 48,086 | $1M | — | +0.0% | 31Q | SEC ↗ |
| 49 | NESTEGG ADVISORS, INC. | 47,896 | $1M | -1,376 | -2.8% | 7Q | SEC ↗ |
| 50 | Cerity Partners LLC | 46,210 | $982K | +617 | +1.4% | 19Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Northwest Financial Advisors | 960,110 | $20M |
| IFG Advisory, LLC | 30,937 | $657K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 15,653 | $332K |
| FLOW TRADERS U.S. LLC | 12,893 | $274K |
| Waterloo Capital, L.P. | 10,470 | $222K |
| PFG Advisors | 9,383 | $199K |
| Coastwise Capital Group, LLC | 9,053 | $192K |
| EP Wealth Advisors, LLC | 4,600 | $98K |
| Integrated Wealth Concepts LLC | 3,752 | $80K |
| Community Financial Services Group, | 3,000 | $64K |
| MATHER GROUP, LLC. | 2,300 | $49K |
| Global Retirement Partners, LLC | 2,001 | $43K |
| SouthState Bank Corp | 785 | $17K |
| AE Wealth Management LLC | 345 | $7K |
| COMPASS FINANCIAL MANAGEMENT LLC | 222 | $5K |
| MERCER GLOBAL ADVISORS INC /ADV | 106 | $2K |
| Cape Investment Advisory, Inc. | 97 | $2K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VestGen Advisors, LLC | 92,275 | $2M |
| WealthShield Partners, LLC | 39,493 | $839K |
| JANE STREET GROUP, LLC | 36,023 | $765K |
| Cynosure Group, LLC | 24,523 | $521K |
| SFG Wealth Management, LLC. | 16,233 | $345K |
| Apollon Wealth Management, LLC | 14,571 | $309K |
| TWO SIGMA SECURITIES, LLC | 11,794 | $251K |
| GTS SECURITIES LLC | 10,521 | $223K |
| Western Wealth Management, LLC | 7,619 | $162K |
| Root Financial Partners, LLC | 2,952 | $63K |
| Advisory Services Network, LLC | 2,743 | $58K |
| MAI Capital Management | 1,637 | $35K |
| Camelot Portfolios, LLC | 1,500 | $32K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,029 | $22K |
| Addison Advisors LLC | 580 | $12K |
| Signature Resources Capital Managem | 65 | $1K |
| Qube Research & Technologies Ltd | 21 | $0K |
| Tower Research Capital LLC (TRC) | 17 | $0K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Modern Wealth Management, LLC | -205,073 | -24.4% | 633,789 |
| FIRST AMERICAN TRUST, FSB | -38,435 | -42.9% | 51,182 |
| LPL Financial LLC | -30,418 | -2.4% | 1,247,869 |
| WELLS FARGO & COMPANY/MN | -28,384 | -1.8% | 1,576,515 |
| CAHILL FINANCIAL ADVISORS INC | -22,142 | -11.2% | 174,940 |
| CITADEL ADVISORS LLC | -17,666 | -59.3% | 12,128 |
| Sanctuary Advisors, LLC | -17,340 | -10.8% | 142,677 |
| OSAIC HOLDINGS, INC. | -15,855 | -5.4% | 279,406 |
| UBS Group AG | -13,216 | -1.4% | 921,753 |
| AMERIPRISE FINANCIAL INC | -7,921 | -7.2% | 102,535 |
| Morton Capital Management LLC/CA | -7,324 | -3.0% | 236,547 |
| CALTON & ASSOCIATES, INC. | -6,946 | -42.6% | 9,342 |
| Accel Wealth Management | -6,512 | -15.4% | 35,772 |
| Legacy Financial Advisors, Inc. | -3,801 | -9.9% | 34,717 |
| ROYAL BANK OF CANADA | -3,754 | -1.4% | 265,187 |
| AAF Wealth Management, LLC | -3,069 | -4.5% | 64,662 |
| CX Institutional | -2,934 | -36.3% | 5,139 |
| Cetera Investment Advisers | -2,910 | -2.7% | 103,511 |
| Principle Wealth Partners LLC | -2,450 | -6.4% | 35,812 |
| Merit Financial Group, LLC | -2,420 | -9.0% | 24,437 |